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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States
Sebastopol, CA • United States
1000 4Th Street, San Rafael, CA 94901-3122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wennsoft | New Berlin | WI | 03/2005 | 03/2023 |
| Fidelity Investments | Larkspur | CA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-04 |
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